Ruane, Cunniff & Goldfarb as of March 31, 2023
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 10.3 | $632M | 6.1M | 104.29 | |
| Liberty Media Corp Del Com Ser C Frmla | 8.8 | $539M | 7.2M | 74.83 | |
| UnitedHealth (UNH) | 8.5 | $521M | 1.1M | 472.59 | |
| Charles Schwab Corporation (SCHW) | 7.1 | $432M | 8.2M | 52.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $409M | 4.4M | 93.02 | |
| CarMax (KMX) | 6.4 | $394M | 6.1M | 64.28 | |
| Anthem (ELV) | 6.1 | $371M | 807k | 459.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $368M | 3.5M | 103.73 | |
| Credit Acceptance (CACC) | 5.6 | $341M | 782k | 436.04 | |
| Jacobs Engineering Group (J) | 5.1 | $310M | 2.6M | 117.51 | |
| Micron Technology (MU) | 4.6 | $281M | 4.7M | 60.34 | |
| Meta Platforms Cl A (META) | 4.4 | $270M | 1.3M | 211.94 | |
| Capital One Financial (COF) | 4.2 | $259M | 2.7M | 96.16 | |
| Netflix (NFLX) | 3.5 | $213M | 617k | 345.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $212M | 2.0M | 104.00 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.1 | $187M | 2.3M | 81.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $152M | 491k | 308.77 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $85M | 182.00 | 465600.00 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.1 | $68M | 822k | 82.12 | |
| Liberty Media Corp Del Com Ser A Frmla | 1.0 | $63M | 938k | 67.50 | |
| Builders FirstSource (BLDR) | 0.1 | $4.4M | 50k | 88.78 | |
| Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $2.2M | 141k | 15.40 | |
| Amazon (AMZN) | 0.0 | $1.4M | 13k | 103.29 | |
| Stellantis SHS (STLA) | 0.0 | $1.1M | 62k | 18.19 | |
| Mohawk Industries (MHK) | 0.0 | $1.1M | 11k | 100.22 | |
| Equitable Holdings (EQH) | 0.0 | $1.0M | 41k | 25.39 | |
| Lithia Motors (LAD) | 0.0 | $494k | 2.2k | 228.93 | |
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.0 | $333k | 6.4k | 52.17 | |
| Sinclair Broadcast Group Cl A | 0.0 | $308k | 18k | 17.16 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $103k | 25k | 4.12 | |
| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $76k | 42k | 1.81 |
